Investment Associate (Assetz Anz)

Join AGP Sustainable Real Assets and be part of a team that invests in and develops sustainable infrastructure with over 20 years of expertise.
Summary Location: Sydney
Department: Investment
Job Type: Full-time

Assetz ANZ is looking for an  Investment Associate based in our Sydney CBD office.
Assetz ANZ  is a community- and sustainability-focused property development company with a growing Australia and New Zealand pipeline. Our projects span build-to-rent properties, student accommodation, and Lifestyle Leisure housing for the over-55s. Our fundamental commitment to sustainability informs our pursuit of high-quality, innovative design solutions, we develop properties that cater to diverse needs and lifestyles, enriching communities with thoughtful and sustainable solutions. We're a part of AGP Sustainable Real Assets, a global investor in sustainable infrastructure and technologies that generate positive impact for people and the environment, and we share DNA with Assetz Property Group, one of India's leading property developers, which has a sterling reputation for environmental leadership.
The Investment Associate role has a dynamic scope including reviewing potential investments in Australia and New Zealand, implementing reporting and control systems and designing, building and executing financial modelling throughout the project life cycle. To apply, please email your application to Tali Brown, Human Resources Manager, on  ****** Position purpose Reporting to the Assetz ANZ Development Director, this role has a dynamic scope with all-rounder execution including design and implementation of feasibility and reporting modelling, driving the evaluation, underwriting and due diligence of new investment opportunities and managing portfolio of existing investments. Key responsibilities of the Investment Associate include construction of a fit-for-purpose feasibility model, undertaking financial and commercial assessments, applying financial modelling analysis models, forecasting investment outcomes, using statistical tools, assessing economic data and market landscape, developing/implementing reporting processes and reviewing portfolio performance.
The Investment Associate will be responsible for building and maintaining relationships with key stakeholders, providing returns analysis and drafting investment papers, performing deal structuring and due diligence, and review/ update reporting formats for performance management. The role requires strong technical fundamentals of investment management with prior financial modelling skills (independence on modelling of new deals and scenarios) and preferably some experience with asset management and reporting. 
The Investment Associate will also support the Group's capital raise activities including identification and filtering of potential capital raise advisors, development of investment proposals and investment memorandums and evaluation of offers received. The individual will be expected to have an in-depth understanding of AGP business strategy and step-in to support Company management and broader team in day-to-day operations as required.

Responsibilities Core responsibilities include:
Reviewing potential investments in Australia and New Zealand for strategic fit to Assetz ANZ mandate. Implementation of reporting and control systems to ensure feasibility, investment and compliance requirements are met. Preparing investment documents (including investment committee, monthly fund reports and board papers). Design, build and execution of financial modelling throughout the project life cycle (Acquisition through to project completion). Managing transactional processes (e.g. due diligence process). Reviewing and negotiating transactional documentation with financiers and funders, which include the competitive funding tenders, negotiation of transaction terms, property valuation, cost verification with quantity surveyor, legal documentation processes and management of post-settlement reporting.  Providing support services to key stakeholders, including current and potential investors across AGP's Australian and global businesses and senior team members from deal origination to deal execution. Business development initiatives, including meeting with potential capital partners and debt providers. Support AGP group companies in deal review and execution, third-party capital raising and investor reporting. Portfolio management and reporting. Adhere to AGP's Code of Good Practice.
Essential attributes Team player, excellent interpersonal skills to thrive in a collaborative working environment. Strong client-focus and drive to deliver results. Adaptability in a fast-paced environment with multiple concurrent workstreams. Professional approach and strong work ethic. Exceptional attention to detail, highly numerate with experience in creating and managing financial models and presentations for internal and external stakeholders. Willingness to learn about new sectors and technologies. Demonstrated problem solving skills, with an ability to think strategically and analyse risks from a range of perspectives. Self-starter and autonomous. Passionate about sustainability. Alignment with AGP values.
Essential qualifications and experience Bachelor's degree in Finance, Accounting, property economics or related field.  MBA or CFA designation (desirable). Five+ years of experience in investment analysis, financial modelling and related fields with the ability to develop and manage complex business models. Strong proficiency in Excel and Power Point skills. Experience in a Big Four accounting firm or financial services firm is preferred. Experience in infrastructure or real estate sector exposure.  Excellent analytical and problem-solving skills, with attention to detail. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
We offer Competitive compensation. Performance based bonus. Great opportunities for growth within an international and dynamic organisation. Hybrid/Flexible working environment. This job description serves to illustrate the scope and responsibilities of the role and is not intended to be an exhaustive list of duties. The successful candidate will be expected to perform other job-related tasks as needed by the business. Please note the successful candidate must live in Sydney as the role is based in Sydney CBD and requires full right to work in Australia. Duration
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